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QDRO Expenses and Defined Benefit Plans

Guest hb95

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1. May a defined benefit plan require the participant/alternate payee to pay QDRO related expenses? If so, what method have you found to be the best way to accomplish this (i.e. subtract from distribution; prepayment by the individual; other)?

2. I have not found any direct guidance regarding DB plans and QDRO expenses. Is there any DOL guidance relating to QDRO expenses and DB plans?

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First - DB plans pay a benefit, so ask yourself what authority is there to reduce an accrued benefit?

Second - if you take money from a benefit payment have you in fact reduced an accrued benefi?

Once you answer these questions, you will have found your answer.

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For additional discussion, search the entire forum: http://benefitslink.com/boards/index.php?/forum/89-qualified-domestic-relations-orders-qdros/

using a search word such as "expense".

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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